Prepare a monthly summary of client work
Give each client a clear view of work handled during the period with a report based on Agiled information.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Generate Carbone Report
Generates a document in the chosen format from a template.
Why this helps
Communicating ongoing work can become a monthly scramble to collect tasks and project updates into a readable summary.
- Prepare a repeatable monthly client summary.
- Reduce manual collection of work details.
- Make client updates easier to review and share.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Carbone once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for monthly client work reports.
- 3Tell Notis which available Agiled task and project details to include for the intended client and to render the chosen Carbone template.
- 4Pick a recurring monthly schedule and choose where run reports should go.
- 5Test with one real client and reporting period, then review the included work.
Questions about this workflow
Can this separate work by client?
Describe the client scope in your instruction and ensure the corresponding Agiled information is available to the automation.
Can it send the report automatically?
The listed Carbone action generates the report. It does not include a document delivery action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Carbone. A trigger fires from one place; an action lands in another.
Agiled triggers
Carbone actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Carbone Template
Permanently deletes a template; this action cannot be undone.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Download Template
Downloads the original template file.
Generate Carbone Report
Generates a document in the chosen format from a template.
Get Carbone Server Status
Checks the server’s current status and health.
List Templates
Retrieves templates stored in the workspace.
Set Carbone API Version
Sets the Carbone API version for subsequent requests.
List Template Categories
Lists the categories used to organize templates.
Upload a template
Uploads a template for document generation.
Connect any two apps with Notis in the middle.
Agiled and Carbone, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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